DC TFSA

The chart shows the growth of an initial investment of CA$10,000 in DC TFSA, comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.

Based on dividend-adjusted daily data since Dec 12, 2025, DC TFSA's average daily return is +0.33%, while the average monthly return is +5.69%. At this rate, an investment would double in approximately 1.0 years.

Historically, 86% of months were positive and 14% were negative. The best month was Dec 2025 with a return of +25.2%, while the worst month was Mar 2026 at -4.0%. The longest winning streak lasted 3 consecutive months, and the longest losing streak was 1 months.

On a daily basis, DC TFSA closed higher 61% of trading days. The best single day was Dec 12, 2025 with a return of +23.8%, while the worst single day was May 7, 2026 at -2.1%.

DC TFSA has an annualized alpha of 117.22%, beta of 0.21, and R2 of 0.01 versus S&P 500 Index. Calculated based on daily prices since December 12, 2025.

• This portfolio captured 96.34% of S&P 500 Index gains and tended to rise during its downturns (downside capture of -558.75%) - a profile typical of hedging or uncorrelated assets.
• Beta of 0.21 may look defensive, but with R2 of 0.01 this portfolio is largely uncorrelated with S&P 500 Index - low beta reflects independence, not downside protection. See the Volatility section for a true picture of this portfolio's risk.
• R2 of 0.01 means this portfolio moves largely independently of S&P 500 Index - capture ratios reflect limited market correlation rather than active downside protection. Consider using a more representative benchmark.

Below, you can find the expense ratios of the portfolio's funds side by side and easily compare their relative costs.

The table below presents risk-adjusted performance metrics for DC TFSA and compares them with S&P 500 Index.

There isn't enough data available to calculate the Sharpe ratio for DC TFSA. This metric is based on the past 12 months of trading data. Please check back later for updated information.

DC TFSA provided a 2.13% dividend yield over the last twelve months.

The table below shows the monthly dividends paid by this portfolio.

The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.

The table below displays the maximum drawdowns of the DC TFSA. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.

The maximum drawdown for the DC TFSA was 8.07%, occurring on Mar 20, 2026. Recovery took 16 trading sessions.

The current DC TFSA drawdown is 0.03%.

The chart below shows the rolling one-month volatility.